Top 10 MultiSector Bond Closed End Funds for 2016

Find top 10 multisector bond closed end funds for 2016. The best funds are PIMCO Dynamic Income Fund, PIMCO High Income Fund, etc.

Best Fixed Income Funds

Multisector bond funds seek income by diversifying their assets among several fixed-income sectors. These funds utilize its assets to purchase U.S. government obligations, U.S. corporate bonds, foreign bonds, and high-yield U.S. debt securities.

Whether you should invest in these top performing multisector bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc.

These investment funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its net asset value returns for the past 3 years (up to September 6, 2015).

Top 10 MultiSector bond closed end funds for 2016 are:

1. PIMCO Dynamic Income Fund (PDI)
2. PIMCO Global StocksPLUS & Income Fund (PGP)
3. PIMCO High Income Fund (PHK)
4. PIMCO Income Strategy Fund II (PFN)
5. PIMCO Income Opportunity (PKO)
6. PIMCO Income Strategy Fund (PFL)
7. Doubleline Opportunistic Credit Fund (DBL)
8. TCW Strategic Income Fund (TSI)

John Hancock Tax-Advantaged Dividend Income Fund (HTD)

John Hancock Tax-Advantaged Dividend Income Fund (HTD) is a popular closed end fund. It invests mainly in dividend paying common and preferred securities.

This John Hancock fund’s investment objective is to provide a high level of after-tax total return from dividend income and capital appreciation. The fund managers are Gregory K. Phelps, Harindra de Silva, Gregory McMurran, Dennis Bein, and Joseph H. Bozoyan. This fund has a high dividend yield of 7.50%.

This equity fund has an expense fee of 1.55%. With assets of 1.2 billion, the fund sponsor is John Hancock Advisers LLC. The fund market price is trading 11.05% discount from its net asset value (NAV). This creates opportunity for value investor to invest in this fund.

HTD Fund Profile

• Fund Inception Date: 02/27/2004
• Ticker Symbol: HTD
• CUSIP: 41013V100
• Rank in category (YTD): 100%
• Category: US Stock - Equity Tax-Advantaged
• Distribution Rate: 7.50%
• Effective Leverage: 32.78%
• Capital Gains: -
• Base Expense Ratio: 1.21%
• Net Assets: $ 1.24 billion

Investing in Top Corporate Bond ETFS in 2015

How to invest in top corporate bond ETFs in 2015? Find best fixed income exchange traded funds. Top funds are Fidelity Limited Term Bond ETF, Vanguard Short-Term Corporate Bond Index Fund, etc.

Best Fixed Income Funds

Corporate bonds ETFs invest in debt issued by companies with investment-grade credit ratings. Bonds included in these funds can feature varying maturities and durations. This fund provide yield for income for investors.

These top performer funds are sorted based on its year to date total return in 2015 (up to September 4, 2015). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top 10 corporate bond ETFS in 2015 are:

1. ProShares Short Investment Grade Corporate ETF (IGS)
2. PowerShares Fundamental Investment Grade Corporate Bond Portfolio (PFIG)
3. Fidelity Limited Term Bond ETF (FLTB)
4. Newfleet Multi-Sector Income ETF (MINC)
5. FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR)

Precious Metals Stocks are back for 2015

Should you invest in precious metals stocks again? Will they become the top performer in 2016? During week 38, 2015, top stock market industries are silver stocks, and gold stocks.

Top Equity Industries

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.13%. NASDAQ Composite has a weekly return of 0.10%. Dow Jones Industrials Average has a weekly return of -0.29%. The small cap (Russell 2000) has a return of 0.51%.

Stock market highlights for week 38 are:

• Federal Reserve decided to leave interest rates unchanged.
• Stock Markets are down again.
• Europe's Altice will buy Cablevision as it expands in US.
• Global growth is still concerning.
• Oil market is still trying to recover.
• Biggest decliners in the Dow industrials are Goldman Sachs Group and J.P. Morgan Chase.

Top 25 stock industries in week 38, 2015 (September 14, 2015 to September 20, 2015) are:

No.	Name	Perf Week	Perf Month	Perf YTD
1	Silver	9.29%	-8.53%	-31.92%
2	Long Distance Carriers	8.38%	10.05%	8.25%
3	Photographic Equipment & Supplies	8.30%	-35.36%	-43.99%
4	Gold	7.86%	-7.01%	-23.35%
5	REIT - Healthcare Facilities	6.57%	-4.62%	-11.51%
6	Dairy Products	6.51%	-3.27%	-10.58%
7	Drug Delivery	6.49%	-0.14%	60.53%
8	Basic Materials Wholesale	5.86%	2.37%	4.47%
9	Beverages - Brewers	5.06%	-0.70%	-1.69%
10	Internet Service Providers	4.56%	6.38%	-58.80%
11	CATV Systems	3.72%	-5.14%	10.47%
12	Water Utilities	3.69%	-2.37%	-5.52%
13	Research Services	3.58%	4.08%	23.58%
14	Multimedia & Graphics Software	3.50%	1.56%	33.33%
15	REIT - Retail	3.30%	-5.20%	-4.19%
16	Lumber, Wood Production	3.21%	-5.84%	-13.53%
17	REIT - Office	3.18%	-4.77%	-5.13%
18	Scientific & Technical Instruments	3.13%	-4.17%	-9.83%
19	REIT - Industrial	2.91%	-4.40%	5.02%
20	Nonmetallic Mineral Mining	2.83%	-5.56%	-39.86%
21	Diversified Utilities	2.77%	-8.26%	-13.19%
22	Air Services, Other	2.76%	-0.03%	13.42%
23	REIT - Residential	2.74%	-3.91%	3.53%
24	Gaming Activities	2.64%	-2.04%	2.36%
25	REIT - Diversified	2.53%	-5.02%	-6.95%

Best Stocks Return

Looking into best weekly stocks can provide an insight what stock market will bring for the next session. Retail or institutional investors may want to rotate to this sector to avoid bad returns. Can growth stocks finally make the comeback? Will value stocks continue to be the winner? Some great sectors in 2015 are drug, health care, grocery, consumer, etc.

Top 11 silver stocks in 2015 are:

No.	Company	Ticker	Perf Week	Perf Month	Perf YTD
1	Mines Management, Inc.	MGN	34.48%	-6.92%	-17.02%
2	Hecla Mining Co.	HL	16.84%	0.45%	-20.15%
3	Coeur Mining, Inc.	CDE	15.56%	-16.13%	-38.94%
4	First Majestic Silver Corp.	AG	13.29%	-17.97%	-35.46%
5	Silver Standard Resources Inc.	SSRI	13.28%	-2.18%	34.53%
6	Pan American Silver Corp.	PAAS	12.70%	0.12%	-20.91%
7	Fortuna Silver Mines Inc.	FSM	12.44%	-13.48%	-46.37%
8	Silver Wheaton Corp.	SLW	6.71%	-10.33%	-38.32%
9	MAG Silver Corp.	MVG	5.03%	-8.05%	-10.31%
10	Endeavour Silver Corp.	EXK	4.58%	-11.11%	-25.93%
11	Great Panther Silver Ltd	GPL	0.12%	-6.40%	-34.55%

The 20 gold stocks in 2015 are:

No.	Company	Ticker	Perf Week	Perf Month	Perf YTD
1	Timberline Resources Corporation	TLR	36.36%	12.50%	-23.42%
2	Entree Gold Inc.	EGI	29.14%	21.64%	97.06%
3	Golden Star Resources, Ltd.	GSS	23.16%	11.43%	11.43%
4	IAMGOLD Corp.	IAG	21.77%	-4.28%	-33.70%
5	Kinross Gold Corporation	KGC	21.71%	-11.06%	-34.40%
6	International Tower Hill Mines Ltd.	THM	16.00%	21.19%	-35.56%
7	Harmony Gold Mining Company Limited	HMY	15.77%	-20.91%	-57.74%
8	Eldorado Gold Corporation	EGO	15.69%	-18.30%	-47.68%
9	AngloGold Ashanti Ltd.	AU	15.18%	13.79%	-2.30%
10	McEwen Mining Inc.	MUX	14.29%	0.00%	-12.93%
11	Silvercrest Mines Inc.	SVLC	14.28%	-14.83%	-28.91%
12	Primero Mining Corp.	PPP	13.16%	-18.10%	-32.81%
13	Lake Shore Gold Corp.	LSG	13.13%	0.46%	29.12%
14	Alamos Gold, Inc.	AGI	11.90%	14.08%	-34.08%
15	Sandstorm Gold Ltd.	SAND	11.76%	-3.72%	-16.18%
16	Yamana Gold, Inc.	AUY	10.76%	-23.58%	-56.09%
17	Agnico Eagle Mines Limited	AEM	10.43%	-6.78%	-0.89%
18	Comstock Mining, Inc.	LODE	10.00%	8.20%	-13.16%
19	Gold Resource Corp	GORO	9.76%	12.97%	-20.12%
20	New Gold, Inc.	NGD	9.65%	5.49%	-

PIMCO Total Return Active ETF (BOND)

PIMCO Total Return Active ETF (BOND) is an actively managed bond exchange traded fund. It also has a high yield for income.

This PIMCO ETF is managed by Scott A. Mather, Mark R. Kiesel, and Mihir P. Worah. The current yield is 5.05%. The fund’s objective is to provide maximum total return, consistent with preservation of capital and prudent investment management. Its expense fee is 0.55%.

This fund invests in a diversified portfolio of Fixed Income Instruments of varying maturities. It may use forwards or derivatives such as options, futures contracts, or swap agreements. It mainly invest in investment grade bonds.

BOND Fund Profile

• Fund Inception Date: 02/29/2012
• Ticker Symbol: BOND
• CUSIP: 72201R775
• Rank in category (YTD): 1%
• Category: Intermediate-Term Bond
• Yield: 5.05%
• Capital Gains: -
• Expense Ratio: 0.55%
• Total Assets: $ 2.48 billion

Top 10 High Yield Closed End Funds for 2016

Find 10 best high yield closed end funds for 2016. These top funds are Eaton Vance Tax-Advantaged Global Dividend Income Fund, DoubleLine Income Solutions Fund, etc.

What is Closed End Funds?

Closed-end funds (CEFs) are different from mutual funds in some significant ways. For example, CEFs trade on market exchanges during the day, just like exchange-traded funds (ETFs). However, mutual funds and ETFs issue and redeem shares at their net asset value (NAV), so the number of shares fluctuates due to demand.

On the other hand, CEFs have a fixed number of shares. The price of a CEF is determined by supply and demand in the secondary market. The fund’s shares can trade at a persistent premium or discount to the underlying NAV (Net Asset Value).

Best High Dividend Funds

When we invest, we face with investing problem. Typically we have to sacrifice current yield. One of the choices to boost income is by investing in closed end funds. These funds may provide high dividend yield for income. Some of the funds may provide yield as high as 7-9%.

These top 10 high yield closed end funds for 2016 are selected based on its performance, yield, and discount. These funds include several different classes such as bond funds, and stock funds. From this best funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Top 10 high yield closed end funds for 2016 are:

1. DoubleLine Income Solutions Fund (DSL)
2. Nuveen Premium Income Municipal Fund 4 Inc (NPT)
3. PIMCO Dynamic Income Fund (PDI)
4. BlackRock Corporate High Yield Fund Inc (HYT)
5. Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG)

iShares Core Total U.S. Bond Market ETF (AGG)

iShares Core Total U.S. Bond Market ETF (AGG) is a popular fixed income exchange traded fund. This fund invests in U.S. investment-grade bonds. This debt fund provides investor an access to high quality bond market.

This iShares fund objective is to provide stability & income. This bond fund has a low expense ratio fee of 0.08%. It current yield is 2.32%. It has $25 billion of assets. The current share price is $109.57. This intermediate-term bond ETF is tracking the Barclays US Aggregate Bond Index.

AGG Fund Profile

• Fund Inception Date: 09/22/2003
• Ticker Symbol: AGG
• CUSIP: 464287226
• Rank in category (YTD): 75% (YTD)
• Category: Intermediate-Term Bond
• Yield: 2.36%
• Capital Gains: -
• Expense Ratio: 0.05%
• Total Assets: $ 45.20 billion
• Annual Turnover Rate: 318%

updated on May 2017

iShares Core Total U.S. Bond Market ETF Returns

Morningstar has ranked this bond fund with 3 stars rating. In 2015, it has year-to-date return of 0.78% (up to August 20, 2015). This bond fund has returned 1.99% over the past 3 year, and 3.03% over the past 5 year.